India Data Centre Boom = Structural + AI-led Supercycle, not a cyclical spike
Key Takeaways -
🔸Market expected to 2x to $22Bn by 2030 from $10 Bn in 2025 → implies ~12–15% CAGR
🔸Current capacity: 1.4–1.6 GW, with ~700 MW under construction → strong near-term supply